CreativeOne Wealth’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,524
| Closed | -$450K | – | 1064 |
|
2024
Q3 | $450K | Buy |
+4,524
| New | +$450K | 0.02% | 660 |
|
2024
Q2 | – | Sell |
-4,450
| Closed | -$442K | – | 776 |
|
2024
Q1 | $442K | Buy |
+4,450
| New | +$442K | 0.02% | 598 |
|
2023
Q3 | – | Sell |
-4,768
| Closed | -$474K | – | 600 |
|
2023
Q2 | $474K | Buy |
4,768
+556
| +13% | +$55.3K | 0.02% | 508 |
|
2023
Q1 | $420K | Buy |
+4,212
| New | +$420K | 0.02% | 517 |
|